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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
AEC
3151
Advance Emerging Capital
London,
United Kingdom
| $143M | -$7.99M | -5% | 0% | – | 14 | 21.43% | 3.3 |
|
| 3152 |
J
3152
JWest
Carmel,
Indiana
| $143M | +$14.4M | +11% | 4.52% | – | 34 | 50% | 1.2 |
|
| 3153 |
WAMC
3153
Western Asset Management Company
Pasadena,
California
| $142M | +$11.4M | +9% | 0.03% | 2.29% | 25 | 24% | 2.8 |
|
| 3154 |
BB
3154
Bell Bank
Fargo,
North Dakota
| $142M | -$7.62M | -5% | 5.22% | 64.3% | 164 | 4.27% | 3.8 |
|
| 3155 |
SIM
3155
Sterling Investment Management
Tucson,
Arizona
| $142M | +$6.16M | +5% | 7.44% | 44.1% | 64 | 12.5% | 3.2 |
|
| 3156 |
LRM
3156
Lime Rock Management
Westport,
Connecticut
| $142M | +$30.7M | +28% | 9.5% | 40.2% | 2 | 0% | 4 |
|
| 3157 |
PCM
3157
Perkins Capital Management
Wayzata,
Minnesota
| $142M | -$381K | -0.3% | 1.86% | 303% | 151 | 18.54% | 2.8 |
|
| 3158 |
TM
3158
Tikvah Management
Charlotte,
North Carolina
| $142M | +$6.86M | +5% | 1.14% | 169% | 18 | 16.67% | 0.9 |
|
| 3159 |
CRCM
3159
Crystal Rock Capital Management
Bannockburn,
Illinois
| $142M | -$24.4M | -15% | 1.76% | 172% | 31 | 25.81% | 3.1 |
|
| 3160 |
BAM
3160
Brave Asset Management
Summit,
New Jersey
| $142M | +$15.7M | +12% | 5.95% | 76.3% | 461 | 11.28% | 1.8 |
|
| 3161 |
GTC
3161
Ghost Tree Capital
New York
| $142M | -$26.6M | -16% | 6.88% | 265% | 93 | 72.04% | 0.7 |
|
| 3162 |
SCM
3162
Schnieders Capital Management
Pasadena,
California
| $142M | +$34.1M | +32% | 5.37% | 103% | 136 | 24.26% | 1.5 |
|
| 3163 |
LCM
3163
Liberty Capital Management
Birmingham,
Michigan
| $141M | +$5.41M | +4% | 3.93% | – | 100 | 5% | 3.7 |
|
| 3164 |
BRA
3164
Bender Robert & Associates
Pasadena,
California
| $141M | -$7.77M | -5% | 7.14% | 116% | 60 | 6.67% | 3.5 |
|
| 3165 |
ST
3165
Somerset Trust
Somerset,
Pennsylvania
| $141M | +$9.86M | +8% | 4.28% | 69.7% | 193 | 7.25% | 1.9 |
|
| 3166 |
FCCM
3166
First City Capital Management
Savannah,
Georgia
| $141M | +$794K | +0.6% | 3.67% | 76.5% | 678 | 13.57% | 1.5 |
|
| 3167 |
LFG
3167
LifePlan Financial Group
Dayton,
Ohio
| $140M | +$14.4M | +11% | 3.83% | 20.2% | 281 | 76.87% | 3.8 |
|
| 3168 |
AC
3168
Alley Company
Lake Forest,
Illinois
| $140M | -$1.32M | -0.9% | 4.15% | 88.2% | 74 | 4.05% | 3.6 |
|
| 3169 |
PA
3169
Parkside Advisors
Berkeley,
California
| $140M | +$9.95M | +8% | 2.79% | 36.7% | 32 | 9.38% | 1.8 |
|
| 3170 |
LK
3170
Lumbard & Kellner
Hollis,
New Hampshire
| $140M | +$23.5M | +20% | 1.98% | 137% | 105 | 42.86% | 1.2 |
|
| 3171 |
FPTW
3171
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $140M | +$1.64M | +1% | 4.37% | 41.6% | 47 | 10.64% | 3.7 |
|
| 3172 |
KFA
3172
Kays Financial Advisory
Atlanta,
Georgia
| $140M | +$1.08M | +0.8% | 2.86% | 23.3% | 42 | 23.81% | 1.5 |
|
| 3173 |
TODC
3173
Trustees of Dartmouth College
Hanover,
New Hampshire
| $140M | +$5.94M | +4% | 4.45% | 52.5% | 4 | 0% | 2 |
|
| 3174 |
QSS
3174
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $139M | +$17.7M | +15% | 4.94% | 133% | 429 | 80.42% | 0.5 |
|
| 3175 |
MA
3175
Menlo Advisors
Menlo Park,
California
| $139M | +$6.15M | +5% | 4.74% | 108% | 38 | 13.16% | 3.2 |
|